Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Concerned about the social impact of your investments?
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Investing with Your Heart
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
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Weighing the Benefits of Prepaid Debit Cards
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
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A House Divided
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Do you know what your Risk Number is? For me personally its a 77 on the risk scale of 0-100...
The month of February is historically flat or negative in the market, even more so in an election year regardless of who gets into the White House. February trails only September and June as the worst months in the market over time. Our firm has a quick and efficient evaluation process to not only ascertain your overall risk as an individual, but the inherent risk in your portfolio as it pertains to YOUR individual risk factors. We get it narrowed to one risk number which can be used as your baseline for all of your investments.
The beginning of the year is usually a good time to revisit and re-evaluate your financial goals, knowing your risk number can certainly help. Give us a reach to find out yours..
Be prepared for February as it sometimes can be tough sledding!
Let us know how we can help..
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
Regardless of your take, it leads to many interesting conversations far and wide. It touches on several key aspects of trading, cause and effect, the economy itself, the trickle down, the regulators, the pandemic, real estate, social media, various societies and behaviors...and overall a good lesson, observation, and pivot point in the history of the markets. This article, of the many out there, wraps it up pretty nicely..
WSJ.COM
GameStop Stock, Reddit and Robinhood: What You Need to Know
